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Shell
SHEL

Overview Fund Activity

1,093 hedge funds and large institutions have $14.1B invested in Shell in 2022 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 401 increasing their positions, 372 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-25
Holders Change %
-2.24%
% of All Funds
18.9%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
84
Increased
401
Reduced
372
Closed
93
Calls
$613M
Puts
$329M
Net Calls
+$284M
Net Calls Change
+$105M

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$160M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$593M
3
OAG
3
Orbis Allan Gray
Bermuda
$558M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$999M
5
SI
5
Standard Investments
New York
$157M

Top Sellers

1
PC
1
PointState Capital
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$473M
3
Goldman Sachs
3
Goldman Sachs
New York
$267M
4
Optiver Holding
4
Optiver Holding
Netherlands
$5.87M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
951
Paradigm Asset Management
New York
$58.1K – – –
M
952
MOTCO
Texas
$53K +$24.8K +500 +88%
PSB
953
Piscataqua Savings Bank
New Hampshire
$52K – – –
AWM
954
Accel Wealth Management
Iowa
$52K +$1.07K +20 +2%
BWP
955
Baldwin Wealth Partners
Massachusetts
$51K – – –
LWANC
956
Laurel Wealth Advisors (North Carolina)
North Carolina
$51K +$4.18K +84 +9%
AIM
957
Arcadia Investment Management
Michigan
$49K – – –
FCA
958
FinTrust Capital Advisors
South Carolina
$46K -$1.63K -32 -3%
OIA
959
Optimum Investment Advisors
Illinois
$45K – – –
AWM
960
Avior Wealth Management
Nebraska
$45K +$7.67K +155 +21%
SC
961
SouthState Corp
Florida
$43K -$3.6M -72,322 -99%
DAC
962
Dividend Assets Capital
South Carolina
$43K -$103K -2,054 -71%
HBW
963
Hazlett, Burt & Watson
West Virginia
$42K +$100 +2 +0.2%
HCM
964
Highlander Capital Management
New Jersey
$40K – – –
SWA
965
SOA Wealth Advisors
New York
$40K +$49 +1 +0.1%
WA
966
Win Advisors
Florida
$40K +$4.41K +89 +12%
BG
967
Bollard Group
Massachusetts
$39K +$399 +8 +1%
CSB
968
City State Bank
Iowa
$39K +$39K +780 New
WWM
969
Wolff Wiese Magana
California
$38K -$14.3K -291 -27%
SWM
970
Selective Wealth Management
Virginia
$38K – – –
MSFP
971
Mark Sheptoff Financial Planning
Connecticut
$37K -$565K -11,450 -94%
HWA
972
HHM Wealth Advisors
Tennessee
$37K +$3K +61 +9%
SWA
973
Sutton Wealth Advisors
Florida
$36.7K -$5.08K -102 -12%
GGI
974
Godsey & Gibb Inc
Virginia
$36K +$36K +726 New
PCM
975
Penserra Capital Management
California
$35K +$35K +720 New
37 38
39
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